877-415-8342 | 419-678-2326 service@preferredcenter.com

Be part of the Preferred Adventure!

 We are in exciting times at Preferred. Do you want to join us for the ride?

Our Purpose

 

We passionately embrace life by taking chances, celebrating successes, learning from failures and giving generously
…to inspire and improve ourselves and our world.

Current Openings:

First Impression Maker

Job Description:
First Impression Maker
Full Time

Mission of the First Impression Maker:

First Impression Makers fulfill Preferred’s Mission by amazing our clients with our positive attitude and creating a fantastic work environment for themselves and their teammates. Then they use that amazement to help Preferred Insurance Center grow, both in team size and number of clients served. They find and create sales opportunities by providing extraordinary service, identifying growth opportunities and generating referrals.

Desired Outcomes of this Role

  1. Have a positive mental attitude leading to positive working relationships with clients and teammates.
    1. Show energy, enthusiasm and joyfulness, so people want to interact with you.
    2. Selflessly try to make others’ lives better through your attitude, words and actions.
  2. Generating additional sales opportunities and revenue through service activities.
    1. Stop, Listen, and Ask questions of your customers in order to clearly understand their needs and to build solid relationships.
    2. Generating referrals, additional line sales opportunities etc.
  3. Duties are as follows, but not limited to:
    1. Greet clients & answer phones and direct to appropriate teammate
    2. Accurately complete 100% of the assigned tasks and contacts
    3. Proactively reaching out to clients during a 30 day follow up
    4. Prepare policies to be delivered to clients
    5. Process payments and prepare invoices and past dues statements.
    6. Generate referrals, additional line sales opportunities etc.
    7. Educate the clients about the benefits of having Preferred Insurance as their agency
    8. Daily duties such as scanning, shredding, handling mail, etc
    9. Plan lunch and learning meetings and office outings.

 

One of the principles of Preferred Insurance is to raise your hand if you need help. If there is a week you are struggling to complete your outcomes please raise your hand so we can help you prioritize. Key point: Average retention on the book of business over 93%, this is based on the number of policies up for renewal in a given month vs. the number of cancelled policies that were processed that month. The average of any 90 day period should be greater than 93%.

 

  • You will be given a series of courses to complete, either online, or led by another person at Preferred Insurance. There also will be activities and assessments to complete so we know you and can help you progress in your career.
  • After 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve, as well as, the objectives outlined in your job description.
  • At least once a year but usually quarterly, you will review your Growth Plan with your Adventure Guide.
  • Growth potential within the agency is expected.
  • After 90 days you will share in the team incentives, bonus plans & benefits
    • Monthly incentive for team making goals.
    • Year end bonus based on days works, agency growth & personal goals.
    • Vacation time and some schedule flexibility.
    • Long & short term disability provided.
  • SIMPLE retirement plan participation after 2 years.
  • Individual health insurance is not provided.

 

TO APPLY:

Please send your resume and cover letter to danm@preferredinscenter.com

To Apply:

 

Please send your resume and cover letter to danm@preferredinscenter.com